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Brandon L Dunn

Marcum Wealth, LLC

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About Brandon L Dunn

Brandon Dunn is an investment advisor representative at Marcum Wealth, LLC. Brandon has been in the industry since 2000. Brandon is registered with the state of Ohio. Brandon has a Series 7, Series 63, and Series 66 license. Brandon is experienced in providing financial planning, portfolio management for individuals and businesses, and consulting.

Firm Information

Brandon Dunn is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Dunn’s Registration & Firm History

OH

12/02/2020 - Present

Marcum Wealth, LLC (CLEVELAND OH)

OH

11/30/2012 - 07/15/2013

PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)

PA

03/30/2005 - 05/24/2005

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

NY

10/02/2003 - 07/12/2004

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MO

11/30/2000 - 12/12/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon L Dunn.
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